Configuring Imobzi as a Source
In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Imobzi option from the list of connectors. Click Next and you’ll be prompted to add your access.1. Add account access
You’ll need to provide your API credentials to connect to Imobzi. Check Imobzi documentation to discover where you can find the API Key for the connection. The following configuration is available:- API Key: Your Imobzi API key for authentication and access to the platform’s data.
2. Select streams
Choose which data streams you want to sync. For faster extractions, select only the streams that are relevant to your analysis. You can select entire groups of streams or pick specific ones.Tip: The stream can be found more easily by typing its name.Select the streams and click Next.
3. Configure data streams
Customize how you want your data to appear in your catalog. Select the desired layer where the data will be placed, a folder to organize it inside the layer, a name for each table (which will effectively contain the fetched data) and the type of sync.- Layer: choose between the existing layers on your catalog. This is where you will find your new extracted tables as the extraction runs successfully.
- Folder: a folder can be created inside the selected layer to group all tables being created from this new data source.
- Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix to all tables at once and make this process faster!
- Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
- Incremental: every time the extraction happens, we’ll get only the new data - which is good if, for example, you want to keep every record ever fetched.
- Full table: every time the extraction happens, we’ll get the current state of the data - which is good if, for example, you don’t want to have deleted data in your catalog.
4. Configure data source
Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can define some additional settings:- Configure Delta Log Retention and determine for how long we should store old states of this table as it gets updated. Read more about this resource here.
- Determine when to execute an Additional Full Sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while.
5. Check your new source
You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.Streams and Fields
Below you’ll find all available data streams from Imobzi and their corresponding fields:Banks
Banks
Stream for managing bank information and configurations.
Contact Bank
Contact Bank
Stream for managing contact bank account information.
Contracts
Contracts
Stream for managing real estate contracts and their details.
Credit Financing Analysis
Credit Financing Analysis
Stream for managing credit and financing analysis processes.
Deal Filters
Deal Filters
Stream for managing deal filtering configurations and criteria.
Deals Rotations
Deals Rotations
Stream for managing deal rotation processes and assignments.
Documents
Documents
Stream for managing document information and metadata.
Financial Accounts
Financial Accounts
Stream for managing financial account information and configurations.
Deals Details
Deals Details
Stream containing detailed information about deals.
Reports Deals Done
Reports Deals Done
Stream for reporting on completed deals.
Deals List
Deals List
Stream containing a list of all deals.
Deals Lost Reasons
Deals Lost Reasons
Stream for managing reasons why deals are lost.
Leases
Leases
Stream for managing lease agreements and information.
Media Sources
Media Sources
Stream for managing media source information.
Pipeline Groups
Pipeline Groups
Stream for managing pipeline group configurations.
Pipelines
Pipelines
Stream for managing sales pipeline information.
Contacts List
Contacts List
Stream containing contact information and details.
Properties List
Properties List
Stream containing property listings and information.
Financial Transactions
Financial Transactions
Stream for managing financial transaction records.
Property Reserves
Property Reserves
Stream for managing property reservation information.
Property Details
Property Details
Stream containing detailed property information.
Data Model
The following diagram illustrates the relationships between the core data streams in Imobzi:Implementation Notes
Data Synchronization
- Most streams support full table synchronization
- Some streams like financial transactions may benefit from incremental sync to capture new transactions efficiently
- Contact bank data is retrieved as a child stream of contacts, ensuring data consistency
API Considerations
- The connector handles pagination automatically for large datasets
- Rate limiting is managed internally to ensure stable data extraction
- Parent-child relationships (like contacts and contact bank data) are properly maintained during sync
Skills for agents
Download Imobzi skills file
Imobzi connector documentation as plain markdown, for use in AI agent contexts.